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Difference between revisions of "Subscription Summary"

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'''Settings > Administration > Subscription Summary'''
'''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''


==About the Subscription Summary==
==About the Subscription Summary==
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:*Plan information
:*Plan information
:*Space Allocation/Used Space for Documents and Data
:*Space Allocation/Used Space for Documents and Data
:*Number of Emails sent this month, Email Credits Available, Email Campaign Activity
:*Number of Emails sent this month, Email Credits Available


===About Email Credits===
===About Email Credits===
Included in your Subscription Plan are a selected number of email credits per month. These email credits are used when sending Email [[Campaigns]].
Included in your Subscription Plan are a selected number of email credits per month. These email credits are used when sending Email messages.


Additional blocks of email credits can be purchased as needed, providing maximum flexibility for your outbound email marketing efforts.
Additional blocks of email credits can be purchased as needed, providing maximum flexibility for your outbound email marketing efforts.
===About the Action buttons===
A number of action buttons are available on the {{PAGENAME}} page:
:*[[#Modify Service Plan|Modify Service Plan]]
:* Purchase [[#Email Credits|Email Credits]]
{{ #ifeq: {{SITENAME}}
|ISV Support Wiki
|
|:*[[#Update Credit Card Information|Update Credit Card Information]]
}}
:* [[#Show Usage|Show Usage]]


== View Subscription Information ==
== View Subscription Information ==
*Click '''Settings > Administration > Subscription Summary'''. The Subscription Information and Licensing Activity page appears.
# Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''<br>The Subscription Information and Licensing Activity page appears.
**To recalculate how much space you need for your database and documents that have been downloaded, click the ''Recalculate Space'' link
# To recalculate the space used by your database and documents, click the ''Recalculate Space'' link


From the available buttons, you can also:
From the available buttons, you can also:
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:*[[#Show Usage|Show Usage]]
:*[[#Show Usage|Show Usage]]


===Modify Service Plan===
<span id="Modify Service Plan"></span>
#Click '''Settings > Administration > Subscription Summary'''
===Service Plan===
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
#Click the '''[Modify Service Plan]''' button and choose an action from the list:
#Click the '''[Modify Service Plan]''' button and choose an action from the list:
::<table border="1" cellpadding="5" cellspacing="1">
::{| border="1" cellpadding="5" cellspacing="1"
<tr><th>Legacy Customers</th><th>New Customers</th></tr>
! Legacy Customers (prior to Aug, 2011) !! Customers since Aug, 2011
<tr>
|-
<td>
{{ #ifeq: {{SITENAME}}
|ISV Support Wiki
|
::*Add Data Space
::*Add Document Space
::*Reduce Data Space
::*Reduce Document Space
|
|
*Add User Licenses
*Add User Licenses
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*[[#Terminate a Subscription|Terminate Subscription]]
*[[#Terminate a Subscription|Terminate Subscription]]
*Add Professional Services
*Add Professional Services
}}
| valign="top"|
</td>
<td valign="top">
*Add User Licenses
*Add User Licenses
*Add Data Space
*Add Data Space
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*Reduce User Licenses
*Reduce User Licenses
*Change Subscription Option
*Change Subscription Option
*[[#Terminate a Subscription|Terminate Subscription]]
*Add Professional Services
*Add Professional Services
</td>
|}
</tr>
{{Note|The service plan you select includes a certain number of API Calls. Check the [[API Call Log]] to see how many API Calls you typically make. (To see how the calls are calculated, review the [[API Calls Log#Considerations]].)}}
</table>


===Buy Email Credits===
<span id="Buy Email Credits"></span>
#Click '''Settings > Administration > Subscription Summary'''
===Email Credits===
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
#Click the '''[Buy Email Credits]''' button and complete the following information:
#Click the '''[Buy Email Credits]''' button and complete the following information:
#*Purchasing Information - Select the number of email credits from the list
#*Purchasing Information - Select the number of email credits from the list
#*Card Information - Provide credit car info
#*Card Information - Provide credit card info
#*Billing Contact and Address Information
#*Billing Contact and Address Information
{{ #ifeq: {{SITENAME}}
Β 
|ISV Support Wiki
<span id="Update Credit Card Information"></span>
|
===Credit Card Information===
|===Update Credit Card Information===
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
#Click '''Setup {{!}} Administration {{!}} Subscription Summary'''
#Click the '''[Update Credit Card]''' button and complete the following information
#Click the '''[Update Credit Card]''' button and complete the following information
#*Card Information
#*Card Information
#*Billing Contact and Address Information
#*Billing Contact and Address Information
}}


===Show Usage===
<span id="Show Usage"></span>
#Click '''Settings > Administration > Subscription Summary'''
===Usage Statistics===
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
#Click the '''[Show Usage]''' button.<br>Resource allocation limits and usage relative to those limits is displayed.
#Click the '''[Show Usage]''' button.<br>Resource allocation limits and usage relative to those limits is displayed.


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==Terminate a Subscription==
==Terminate a Subscription==
Β 
Legacy customers (prior to Aug 2011):
#Click '''Setup > Administration > Subscription Summary'''
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
#Click '''[Modify Service plan]''' Β 
#Click '''[Modify Service plan]''' Β 
#Select ''Terminate Subscription'' from the action drop down
#Select ''Terminate Subscription'' from the action drop down
#Click '''[Next]'''
#Click '''[Next]'''
<noinclude>


[[Category:Administration| 3.8]]
Customers since Aug 2011:
[[Category:Glossary]]
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
</noinclude>
#In the '''Tenant Base Plan''' section, click the '''Terminate''' link next to your plan.
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===Data Retention Policy===
By default, customer data and other application artifacts are retained for a minimum of thirty days after service has terminated. After that 30-day period, they are deleted during the next database cleanup.
Β 
However, tenant data and other artifacts can also be deleted immediately, at the Customer's request.

Latest revision as of 00:27, 15 August 2014

GearIcon.png > Administration > Account Management > Subscription Summary

About the Subscription Summary

When you are a platform subscriber, the following information is tracked and can be viewed in the Subscription Summary:

  • Subscription Information
  • Plan information
  • Space Allocation/Used Space for Documents and Data
  • Number of Emails sent this month, Email Credits Available

About Email Credits

Included in your Subscription Plan are a selected number of email credits per month. These email credits are used when sending Email messages.

Additional blocks of email credits can be purchased as needed, providing maximum flexibility for your outbound email marketing efforts.

View Subscription Information

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
    The Subscription Information and Licensing Activity page appears.
  2. To recalculate the space used by your database and documents, click the Recalculate Space link

From the available buttons, you can also:

Service Plan

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. Click the [Modify Service Plan] button and choose an action from the list:
Legacy Customers (prior to Aug, 2011) Customers since Aug, 2011
  • Add User Licenses
  • Add Data Space
  • Add Document Space
  • Upgrade Subscription Plan
  • Reduce User Licenses
  • Reduce Data Space
  • Reduce Document Space
  • Downgrade Subscription Plan
  • Terminate Subscription
  • Add Professional Services
  • Add User Licenses
  • Add Data Space
  • Add Document Space
  • Upgrade Subscription Plan
  • Reduce User Licenses
  • Change Subscription Option
  • Add Professional Services

Notepad.png

Note: The service plan you select includes a certain number of API Calls. Check the API Call Log to see how many API Calls you typically make. (To see how the calls are calculated, review the API Calls Log#Considerations.)

Email Credits

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. Click the [Buy Email Credits] button and complete the following information:
    • Purchasing Information - Select the number of email credits from the list
    • Card Information - Provide credit card info
    • Billing Contact and Address Information

Credit Card Information

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. Click the [Update Credit Card] button and complete the following information
    • Card Information
    • Billing Contact and Address Information

Usage Statistics

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. Click the [Show Usage] button.
    Resource allocation limits and usage relative to those limits is displayed.

Convert Your Trial to a Subscription

After the Trial Subscription period, you will be asked to choose your subscription options and select the users (number of licenses) you wish to have.

To convert a Trial to a Subscription: Click the [Subscribe Now] button and follow the instructions to subscribe to the Platform.

Terminate a Subscription

Legacy customers (prior to Aug 2011):

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. Click [Modify Service plan]
  3. Select Terminate Subscription from the action drop down
  4. Click [Next]

Customers since Aug 2011:

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. In the Tenant Base Plan section, click the Terminate link next to your plan.

Data Retention Policy

By default, customer data and other application artifacts are retained for a minimum of thirty days after service has terminated. After that 30-day period, they are deleted during the next database cleanup.

However, tenant data and other artifacts can also be deleted immediately, at the Customer's request.